- Type / Class
- Equity / RUSEL 2500 ETF
- Total 13F shares
- 335,663
- Share change
- +316,791
- Total reported value
- $13,072,000
- Price per share
- $38.21
- Number of holders
- 18
- Value change
- +$12,241,829
- Number of buys
- 17
- Number of sells
- 1
Quarterly Holders Quick Answers
What is CUSIP 46435G268?
CUSIP 46435G268 identifies SMMD - ISHARES TR - RUSEL 2500 ETF in SEC institutional holdings data.
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 46435G268:
Top shareholders of SMMD - ISHARES TR - RUSEL 2500 ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q4 2018
As of 31 Dec 2018,
ISHARES TR - RUSEL 2500 ETF (SMMD) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
335,663 shares.
The largest 10 holders included
O'Brien Wealth Partners LLC, BANK OF AMERICA CORP /DE/, Epstein & White Financial LLC, Winthrop Advisory Group LLC, Tower Research Capital LLC (TRC), STEPHENS INC /AR/, BB&T SECURITIES, LLC, LPL Financial LLC, Cerity Partners LLC, and BRINKER CAPITAL INC.
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2018 vs Q3 2018 Across Filers
Q3 2018 holders
5
Q4 2018 holders
18
Holder diff
13
| Investor | Q3 2018 Shares | Q4 2018 Shares | Share Diff | Share Chg % | Q3 2018 Value $ | Q4 2018 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.